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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,541 | $45,050+103.2% | $63,018+45.3% | $70,126+30.5% |
| Participation rate | 81.3% | 69.5%+11.7pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | 13.68% | 18.76%-5.1pp | 87.62%-73.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $150 | $2,052-92.7% | $2,761-94.6% | $2,343-93.6% |
| Participant deferral / active EE | $3,043 | $2,466+23.4% | $3,330-8.6% | $3,332-8.7% |
| Admin fee / account holder | $17,163 | $2,834+505.6% | $3,601+376.6% | $4,645+269.4% |